Christopher McCoy (CRD# 5701790) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Phoenix, AZ and has over 14 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Financial
CRD# 4091287
Dynamic Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp | Phoenix, AZ | Sep 2022 - Current | 1 |
| Chris Mccoy Insurance Agency | Phoenix, AZ | Sep 2022 - Current | 1 |
| State Farm Investment Management Corp | Phoenix, AZ | Sep 2022 - Current | 1 |
| State Farm Vp Management Corp | Scottsdale, AZ | Apr 2022 - Aug 2022 | < 1 |
| State Farm Insurance | Scottsdale, AZ | Apr 2022 - Aug 2022 | < 1 |
| State Farm Investment Management Corp | Scottsdale, AZ | Apr 2022 - Aug 2022 | < 1 |
| State Farm Vp Management Corp. | Phoenix, AZ | May 2021 - Apr 2022 | < 1 |
| Wes Stahler Insurance Agency | Phoenix, AZ | Sep 2019 - Apr 2022 | 2 |
| Unemployed | Scottsdale, AZ | Mar 2019 - Aug 2019 | < 1 |
| Topgolf | Scottsdale, AZ | Aug 2017 - Feb 2019 | 1 |
| Landscapes Unlimited | Avondale, AZ | Sep 2015 - Jun 2017 | 1 |
| Unemployed | Glendale, AZ | Oct 2012 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
| S63 | Uniform Securities State Law Examination | Sep 2021 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- AZ
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Total Assets Under Management9,289MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,322,169,176
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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